Institutional Ownership Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR). We have compiled data on the 1,755 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
3,400
shares
|
$710,770
0.14% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
3,394
shares
|
$709,515
0.16% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
3,335
shares
|
$697,181
0.23% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
3,333
shares
|
$696,763
0.04% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,300
shares
|
$689,865
0.37% of portfolio
|
Q2 2022
Reduced 93.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,298
shares
|
$689,446
0.06% of portfolio
|
Q1 2023
Reduced 12.12%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
3,295
shares
|
$688,819
0.06% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
3,293
shares
|
$688,401
0.09% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
3,286
shares
|
$686,938
0.0% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,281
shares
|
$685,893
0.02% of portfolio
|
Q4 2023
Reduced 0.52%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
3,262
shares
|
$681,921
0.3% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,262
shares
|
$681,921
0.01% of portfolio
|
Q2 2025
Added 38.93%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,258
shares
|
$681,084
0.12% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,251
shares
|
$679,621
0.01% of portfolio
|
Q2 2025
Added 74.13%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
3,241
shares
|
$677,531
0.47% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,228
shares
|
$674,813
0.21% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,207
shares
|
$670,423
0.2% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
3,204
shares
|
$669,796
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,201
shares
|
$669,169
0.33% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,199
shares
|
$668,750
0.03% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
3,195
shares
|
$667,914
0.3% of portfolio
|
Q2 2025
Reduced 16.73%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
3,194
shares
|
$667,705
0.09% of portfolio
|
Q2 2025
Added 138.18%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
3,179
shares
|
$664,569
0.34% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
3,175
shares
|
$663,733
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
3,158
shares
|
$660,179
0.05% of portfolio
|
Q2 2025
Reduced 2.44%
|